Berman Capital Advisors’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $9K | Hold |
46
| – | – | ﹤0.01% | 1215 |
|
|
2021
Q2 | $8K | Hold |
46
| – | – | ﹤0.01% | 1190 |
|
|
2021
Q1 | $7K | Hold |
46
| – | – | ﹤0.01% | 1148 |
|
|
2020
Q4 | $7K | Hold |
46
| – | – | ﹤0.01% | 1034 |
|
|
2020
Q3 | $5K | Buy |
46
+7
| +18% | +$761 | ﹤0.01% | 1027 |
|
|
2020
Q2 | $4K | Buy |
39
+3
| +8% | +$308 | ﹤0.01% | 1034 |
|
|
2020
Q1 | $4K | Buy |
36
+16
| +80% | +$1.78K | ﹤0.01% | 930 |
|
|
2019
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 1087 |
|
|
2019
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 1164 |
|
|
2019
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 1172 |
|
|
2019
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 1071 |
|